Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What The Tax Bill Did And Did Not Do
By John J. ScrogginIn the last article we wrote for National Underwriter (Jan. 1), we commented that 2001 would be a bumpy tax ride. But few of us ...
June 27, 2001
National Underwriter Offering Book On New Tax LawNU Online News Service, June 27, 2:35 p.m. -- The National Underwriter Company, Erlanger, Ky., is about to release Tax Relief 2001: A Summary ...
June 21, 2001
Gingrich Says Effect Of Jeffords Switch Won't Be 'Dramatic'Gingrich Says Effect Of Jeffords Switch Won't Be 'Dramatic'San Antonio While the recent shift of power to the Democrats in the U.S. Senate has some ...
June 21, 2001
H.R. 1836: Uncertainty Requires Continued PlanningH.R. 1836: Uncertainty About 2011 Rules Should Support Demand For Continued PlanningByUncertainty about what will happen 10 years from now with the estate tax means ...
June 15, 2001
The Hartford CEO Asks Florida Agents To Support Civil Justice ReformNU Online News Service, June 15, 1:35 p.m. -- Ramani Ayer, chairman of The Hartford Financial Services Group, Hartford, says insurance companies and independent ...
June 13, 2001
AXA Executives Said to Clear The Air On Alleged Tax EvasionsNU Online News Service, June 13, 4:30 p.m. -- AXA Group, Paris, says its chairmen, Claude Bebear and Henri de Castries, have testified for ...
June 11, 2001
Data Trace To Acquire Operations Of Title Records Inc.NU Online News Service, June 11, 1:55 p.m. -- Data Trace LLC, Anaheim, Calif., a joint venture company of First American Corporation, Santa Ana, ...
June 10, 2001
Employer BenefitsEmployee Benefits to REBAsEmployer Benefits --Immediate income tax deduction.--Selective participation.--Restricted employee access to cash value.--Retention tool for key employees.--Funding that is not limited by contribution limitations of qualified ...